๐จ THE WORLDโS BIGGEST FINANCIAL SECRET JUST ENDED
For 30+ years, Japan exported the cheapest money in human history.
Near-zero rates. Unlimited liquidity.
Trillions borrowed in yen and deployed into every asset on Earth.
That era officially ended this week.
๐ Numbers no one is talking about:
* Bank of Japan ETF holdings: $534B
* Disposal timeline announced: 100+ years
* Dec 19 rate-hike probability: 90%
* New policy rate: 0.75% (highest since 1995)
* Japanโs U.S. Treasury holdings: $1.189T (largest foreign holder)
* 10Y JGB yield: 1.96% (highest since 2007)
* 30Y & 40Y yields: ALL-TIME HIGHS
๐ A pattern markets keep ignoring:
* March 2024 BOJ hike โ BTC โ23%
* July 2024 BOJ hike โ BTC โ26%
* January 2025 BOJ hike โ BTC โ31%
โก๏ธ December 19 is approaching.
๐ฅ What actually changed:
The BOJ is no longer buying.
It is SELLING.
For the first time in history, a major central bank is reversing QE, not slowing it.
From permanent buyer โ permanent seller.
๐ฃ Why this matters:
The yen carry trade funded:
* Tech stocks
* Bonds
* Crypto
* Pensions
* Every leveraged risk asset
That funding cost just jumped to 0.75% โ and rising.
๐ง The regime shift:
Markets priced the rate hike.
Markets did NOT price the liquidation.
This changes global risk math.
โ ๏ธ Key levels to watch:
* USD/JPY < 150 โ margin pressure
* USD/JPY < 145 โ forced cascades
๐ December 19, 2025
The day the *invisible empire begins a century-long unwind.
๐ Position accordingly.
